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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,688 | $49,896+23.6% | $80,627-23.5% | $75,173-17.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 15.28% | 34.67%-19.4pp | 936.76%-921.5pp | 160.72%-145.4pp |
| Employer contribution / active EE | $1,969 | $1,699+15.9% | $2,723-27.7% | $2,671-26.3% |
| Participant deferral / active EE | $1,787 | $2,992-40.3% | $4,443-59.8% | $4,126-56.7% |
| Admin fee / account holder | $889 | $3,578-75.2% | $5,381-83.5% | $5,651-84.3% |